+224.5%
USO vs HUBB
+148.7%
+75.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.6% | +6.2% | +5.6% |
| 7D | +11.5% | -1.7% | +13.1% | +11.5% |
| 30D | +24.1% | -12.7% | +36.8% | +24.3% |
| 3M | +17.9% | -2.9% | +20.9% | +17.8% |
| 6M | +49.6% | -4.8% | +54.4% | +49.3% |
| YTD | +129.0% | +2.8% | +126.2% | +126.1% |
| 1Y | +112.0% | +3.5% | +108.5% | +108.8% |
| 3Y | +102.3% | +43.5% | +58.7% | +89.0% |
| 5Y | +224.5% | +154.2% | +70.4% | +186.8% |
| All | +224.5% | +148.7% | +75.8% | +186.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HUBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling